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Job Location | Liverpool |
Education | Not Mentioned |
Salary | £45,000 - £65,000 per annum, negotiable |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time |
I am currently working with a leading, national Wealth Planning organisation that is actively recruiting for a Desk Based Adviser to join their team just outside of Liverpool. The role will be providing holistic planning advice to clients with investable assets up to c250k. A client book will be given to you alongside you developing new clients with leads coming through the business from referrals, seminars, and advertisement. You will also be given full Paraplanning and Admin support for you to concentrate on providing quality advice alongside building your portfolio.To be considered for the position you will have 2 years plus financial planning experience and Level 4 DipFS qualified.For the right person, my client would look to pay an attractive basic salary plus a highly desirable bonus. There will also be full corporate benefits provided.This is an ideal opportunity for somebody to expand upon their advice experience working for one of the countries leading Wealth Advisory businesses. There are plenty of opportunities to expand your career within the company offering a lot of career options to the right people.To find out more please look to get in touch or if you possess the relevant skills and experience to apply please send your CV through. Required skills
Keyskills :
Financial Advice Financial Advisy Financial Planning Telephone Sales